sophie.lalonde@iaprivatewealth.ca

+1 450 232 7915

Sophie Lalonde

Business Development Manager

Sophie Lalonde is a Certified Financial Planner with more than 25 years of experience in tax-efficient and cross-border planning. As CEO of 3D Financial, President of the Canada–Florida Business Council and Co-Founder of the Strangers in the Night Foundation, she brings strong community leadership and an extensive professional network to her work at 3D Financial Solutions. Her expertise and holistic approach play a central role in delivering the firm’s family-office style service.

Start a Conversation

More Team Members,

Scott Delgaty
Portfolio Manager
Scott Delgaty is a Senior Wealth Advisor and Portfolio Manager with more than 40 years of experience navigating clients through every type of market cycle. He began his career in the early 1980s, building a high-trust private-client practice founded on disciplined portfolio management, thoughtful strategy, and clear, steady guidance. Scott continues to lead the firm’s investment approach, bringing long-term perspective, rigor, and an unwavering commitment to client success.
David Thomas
Advisor
David Thomas is an Associate Investment Advisor with more than three decades of experience supporting clients and guiding portfolio management at 3D Financial Solutions. As one of the longest-standing members of the team, David brings a depth of market knowledge, analytical discipline, and steady judgment that have become defining elements of the firm’s investment approach.
Jeffrey Delgaty
Associate Investment Advisor
Jeffrey Delgaty supports clients and the advisory team through market research, strategic planning, and a strong focus on client service. He contributes to the firm’s long-term initiatives by refining processes, enhancing the client experience, and supporting the firm’s growth strategy.

Discover. Design. Deploy.

Ask a Question
Schedule Your Consultation
Address
3080 Boulevard le Carrefour, Suite 500
Laval, QC H7T 2R5
Canada
Contact
+1 (450) 232 7920
info@3dfinancial.ca
Socials
Linkedin
Sitemap
Home
About Us
Wealth Management
Cross-Border Wealth Solutions
Advisor Report
Disclaimer: iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions. Insurance products are offered through Scott Delgaty, independent representative. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

*Insurance products and services are offered through 3D Financial, an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

The information on this web site is intended for use by Canadian Clients only.
@2025 3D Financial Ltd. All Rights Reserved.